Potential US refinery cuts under 30- and 90-day diesel export bans

Sparta estimates potential US crude-processing cuts ranging from zero under a 30-day blanket diesel export ban to 17% under a 90-day ban, depending on how a ban or quota is structured. The refinery scheduler sharing the analysis says the calculation assumes diesel stocks are sharply drawn down before a ban takes effect, then refineries keep running until diesel storage is full. The scheduler also suggests using gasoline storage tanks for additional capacity, saying contamination risk is low in modern tanks.